Valley National Advisers’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.09M | Buy |
3,695
+219
| +6% | +$64.5K | 0.18% | 126 |
|
|
2025
Q1 | $864K | Sell |
3,476
-127
| -4% | -$31.6K | 0.16% | 134 |
|
|
2024
Q4 | $792K | Sell |
3,603
-10,248
| -74% | -$2.25M | 0.14% | 136 |
|
|
2024
Q3 | $3.06M | Sell |
13,851
-543
| -4% | -$120K | 0.55% | 41 |
|
|
2024
Q2 | $2.49M | Buy |
14,394
+11,122
| +340% | +$1.92M | 0.37% | 62 |
|
|
2024
Q1 | $624K | Buy |
3,272
+118
| +4% | +$22.5K | 0.09% | 147 |
|
|
2023
Q4 | $515K | Buy |
3,154
+514
| +19% | +$83.9K | 0.08% | 159 |
|
|
2023
Q3 | $370K | Buy |
2,640
+375
| +17% | +$52.6K | 0.06% | 190 |
|
|
2023
Q2 | $304K | Sell |
2,265
-134
| -6% | -$18K | 0.05% | 214 |
|
|
2023
Q1 | $301K | Sell |
2,399
-885
| -27% | -$111K | 0.05% | 211 |
|
|
2022
Q4 | $477K | Buy |
3,284
+12
| +0.4% | +$1.74K | 0.09% | 173 |
|
|
2022
Q3 | $402K | Buy |
3,272
+331
| +11% | +$40.7K | 0.08% | 184 |
|
|
2022
Q2 | $414K | Sell |
2,941
-249
| -8% | -$35.1K | 0.09% | 170 |
|
|
2022
Q1 | $415K | Buy |
3,190
+492
| +18% | +$64K | 0.08% | 178 |
|
|
2021
Q4 | $361K | Sell |
2,698
-648
| -19% | -$86.7K | 0.07% | 185 |
|
|
2021
Q3 | $445K | Sell |
3,346
-151
| -4% | -$20.1K | 0.08% | 163 |
|
|
2021
Q2 | $490K | Sell |
3,497
-3
| -0.1% | -$420 | 0.09% | 153 |
|
|
2021
Q1 | $446K | Buy |
3,500
+29
| +0.8% | +$3.7K | 0.09% | 158 |
|
|
2020
Q4 | $418K | Buy |
3,471
+8
| +0.2% | +$963 | 0.09% | 145 |
|
|
2020
Q3 | $403K | Sell |
3,463
-51
| -1% | -$5.94K | 0.09% | 137 |
|
|
2020
Q2 | $406K | Sell |
3,514
-186
| -5% | -$21.5K | 0.09% | 126 |
|
|
2020
Q1 | $392K | Buy |
3,700
+1
| +0% | +$106 | 0.11% | 122 |
|
|
2019
Q4 | $474K | Sell |
3,699
-103
| -3% | -$13.2K | 0.12% | 126 |
|
|
2019
Q3 | $529K | Sell |
3,802
-86
| -2% | -$12K | 0.15% | 112 |
|
|
2019
Q2 | $513K | Buy |
3,888
+177
| +5% | +$23.4K | 0.14% | 114 |
|
|
2019
Q1 | $501K | Sell |
3,711
-9
| -0.2% | -$1.22K | 0.14% | 113 |
|
|
2018
Q4 | $404K | Sell |
3,720
-355
| -9% | -$38.6K | 0.13% | 120 |
|
|
2018
Q3 | $589K | Buy |
4,075
+749
| +23% | +$108K | 0.2% | 100 |
|
|
2018
Q2 | $444K | Sell |
3,326
-185
| -5% | -$24.7K | 0.17% | 114 |
|
|
2018
Q1 | $515K | Sell |
3,511
-24
| -0.7% | -$3.52K | 0.19% | 99 |
|
|
2017
Q4 | $519K | Sell |
3,535
-68
| -2% | -$9.98K | 0.18% | 98 |
|
|
2017
Q3 | $500K | Buy |
3,603
+146
| +4% | +$20.3K | 0.17% | 93 |
|
|
2017
Q2 | $508K | Buy |
3,457
+6
| +0.2% | +$882 | 0.18% | 88 |
|
|
2017
Q1 | $574K | Sell |
3,451
-54
| -2% | -$8.98K | 0.22% | 82 |
|
|
2016
Q4 | $556K | Sell |
3,505
-191
| -5% | -$30.3K | 0.26% | 87 |
|
|
2016
Q3 | $561K | Buy |
3,696
+195
| +6% | +$29.6K | 0.29% | 89 |
|
|
2016
Q2 | $508K | Buy |
3,501
+5
| +0.1% | +$726 | 0.26% | 94 |
|
|
2016
Q1 | $506K | Buy |
3,496
+24
| +0.7% | +$3.47K | 0.27% | 93 |
|
|
2015
Q4 | $457K | Sell |
3,472
-1,391
| -29% | -$183K | 0.27% | 90 |
|
|
2015
Q3 | $674K | Buy |
4,863
+551
| +13% | +$76.4K | 0.41% | 72 |
|
|
2015
Q2 | $671K | Buy |
4,312
+1,027
| +31% | +$160K | 0.38% | 75 |
|
|
2015
Q1 | $504K | Buy |
3,285
+251
| +8% | +$38.5K | 0.3% | 87 |
|
|
2014
Q4 | $544K | Buy |
+3,034
| New | +$544K | 0.41% | 62 |
|